Screens and menus
Every Maintenance menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (14)
Maintenance > MaintenanceMaintenance > OperationsMaintenance > PlanningMaintenance > AssetsMaintenance > PartsMaintenance > CostsMaintenance > ReportsMaintenance > ConfigurationAssets > open an assetWork Orders > open a work orderMaintenance Requests > open a requestPreventive Maintenance > open a planInspections > open an inspectionAdministration > Applications
Maintenance > Maintenance
Maintenance Dashboard
- What it is for
- Today's picture of maintenance work, assets down, cost and downtime
- List: columns and filters
- Tiles: Open Work Orders, Overdue, Emergency Jobs, Due Today, Preventive Due, Assets Down, Waiting Parts, Waiting Vendor, Maintenance Cost (Month, cost.view only), Downtime Hours (Month). Cards: Work Orders by Status, Cost Trend (cost.view), Downtime Trend, Preventive vs Corrective, Top Cost Assets (cost.view), Failure Categories, Technician Utilization (30 days), Recently Updated Work Orders, Preventive Due
- Buttons and actions
- Report Issue (opens Requests), Work Orders; each tile opens its list; click a row to open the work order / asset
- Permission needed
- maintenance.view
My Work
- What it is for
- The signed-in technician's open jobs as cards (the user must be linked to an employee who is a technician)
- List: columns and filters
- Cards: number, status, issue, asset, type, planned start; scan box
- Buttons and actions
- Scan / type asset code, barcode or NFC tag -> Open Asset; Start Work, Pause Work (asks why), Resume, Open
- Permission needed
- maintenance.view
Maintenance Requests
- What it is for
- Problems reported by people or raised by the system, before they become jobs
- List: columns and filters
- #, Issue, Asset, Priority, Severity, Source, Requested By, Reported, Status, Work Order. Status filter (Open = New/Review/Approved, All, each status); search number/issue/requester/location; sort, group, paging
- Buttons and actions
- Report Issue (request.create); open a request
- Permission needed
- maintenance.view (list); maintenance.request.create (report)
Work Orders
- What it is for
- Every maintenance job
- List: columns and filters
- #, Asset, Description, Type, Priority, Status (+Overdue chip), Technician, Planned Start, Due (hidden), Finished (hidden), Cost (cost.view only). Queue pills with counts: Open, My Work, Overdue, Emergency, In Progress, Waiting Parts, Waiting Vendor, On Hold, Preventive, Corrective, Shutdown, Completed, Closed, All
- Buttons and actions
- New Work Order (workorder.create); open a work order
- Permission needed
- maintenance.view
Maintenance > Operations
Breakdowns
- What it is for
- Work orders list opened on the Emergency queue (emergency or breakdown type, or urgent priority)
- List: columns and filters
- Same columns and pills as Work Orders, Emergency selected
- Buttons and actions
- New Work Order; open a row
- Permission needed
- maintenance.view
Inspections
- What it is for
- Inspections planned and done against inspection templates
- List: columns and filters
- #, Inspection, Asset, Scheduled, Performed, Inspector, Status, Result. Filter: Planned / In Progress / Done / Failed
- Buttons and actions
- New Inspection (maintenance.edit); open an inspection
- Permission needed
- maintenance.view
Technician Jobs
- What it is for
- One technician's open jobs, chosen from a drop-down
- List: columns and filters
- #, Asset, Description, Status, Planned
- Buttons and actions
- Choose technician; open a job
- Permission needed
- maintenance.view
Downtime
- What it is for
- Every downtime period this year
- List: columns and filters
- Asset, Downtime Start, Downtime End (Running chip), Duration, Planned / Unplanned, Reason, Production Impact, Cost (cost.view)
- Buttons and actions
- Record Downtime (maintenance.edit)
- Permission needed
- maintenance.view
Maintenance > Planning
Preventive Maintenance
- What it is for
- Preventive plans and what falls due in the next 30 days
- List: columns and filters
- #, Plan Name, Type, Trigger, Interval, Assets, Next Due (overdue red), Status. Card 'Due in the next 30 days': Plan, Asset, Due, Meter (current / due), Work Order
- Buttons and actions
- Generate Due Work Orders (workorder.create); New Plan (plan.edit); open a plan
- Permission needed
- maintenance.view
Maintenance Calendar
- What it is for
- Jobs and due dates on a Day / Week / Month calendar
- List: columns and filters
- Events: Preventive, Preventive due (forecast), Corrective, Inspection, Calibration, Shutdown, Warranty end, Vendor visit, Contract expiry. Filters: technician, asset
- Buttons and actions
- Day / Week / Month, previous / next, Today; click an event to open the work order, plan or asset
- Permission needed
- maintenance.view
Workload
- What it is for
- Planned hours per technician for a 7-day window against 8 h per working day
- List: columns and filters
- Technician, Team, Jobs, Planned, Capacity, Load % (red over 100)
- Buttons and actions
- Choose the start date
- Permission needed
- maintenance.view
Shutdown Planning
- What it is for
- Work orders of type Shutdown
- List: columns and filters
- Same as Work Orders, Shutdown queue
- Buttons and actions
- New Work Order; open
- Permission needed
- maintenance.view
Meter-Based Plans
- What it is for
- Plans triggered by a meter (meter, runtime, distance, cycles, usage) or whichever comes first
- List: columns and filters
- Same as Preventive Maintenance
- Buttons and actions
- Generate Due Work Orders; New Plan
- Permission needed
- maintenance.view
Condition-Based Plans
- What it is for
- Plans of type Condition Based or Predictive, plus the condition rules
- List: columns and filters
- Plan list + card 'Condition Rules': Code, Rule, Meter, Condition, Action
- Buttons and actions
- Generate Due Work Orders; New Plan
- Permission needed
- maintenance.view
Maintenance > Assets
Assets
- What it is for
- The asset register (machines, HVAC, generators, IT, tools...)
- List: columns and filters
- Asset Code, Asset Name, Type, Category, Location, Manufacturer, Serial Number (hidden), Criticality, Status, Open WOs, Next Due, Warranty End. Filters: type, status (incl. 'Down (not working)'); search code/name/serial/barcode/manufacturer/model
- Buttons and actions
- New Asset (maintenance.edit); open the Asset 360
- Permission needed
- maintenance.view
Equipment
- What it is for
- Same register under a second menu name
- List: columns and filters
- Same as Assets
- Buttons and actions
- Same as Assets
- Permission needed
- maintenance.view
Locations
- What it is for
- Sites, buildings, floors, areas and rooms that assets sit in
- List: columns and filters
- Code, Location (full path), Kind
- Buttons and actions
- Add Location form (maintenance.configure only)
- Permission needed
- maintenance.view (view); maintenance.configure (add)
Asset Hierarchy
- What it is for
- Locations and the assets inside them as one tree, all expanded
- List: columns and filters
- Tree nodes: location / 'CODE - Name' with status
- Buttons and actions
- Click an asset to open it
- Permission needed
- maintenance.view
Meters
- What it is for
- All meter readings and open condition alerts
- List: columns and filters
- Open Condition Alerts: Asset, Alert, When, Request, Acknowledge. Meter Readings: #, Date, Meter, Previous, Reading, Unit, Source, By
- Buttons and actions
- Acknowledge an alert (server needs maintenance.edit); open the request; click a reading to open the asset
- Permission needed
- maintenance.view
Warranty
- What it is for
- Warranties on assets and the claims made
- List: columns and filters
- Warranties: Asset, Warranty Provider, Type, Start Date, End Date, Coverage, Status (Valid / Expiring within 60 days / Expired). Claims: #, Asset, Claim Reference, Work Order, Claim Status, Amount, Filed
- Buttons and actions
- Click a row to open the asset (add warranty / claim from the Asset 360)
- Permission needed
- maintenance.view
Calibration
- What it is for
- Register of assets that need calibrating and the calibration records
- List: columns and filters
- Register: Asset, Calibration Interval, Last, Next, Tolerance, Certificate, Status (Valid / Due Soon / Expired / Failed). Records: #, Asset, Performed, Measured, Result, Next Due. Status filter
- Buttons and actions
- Record (maintenance.calibration)
- Permission needed
- maintenance.view
Contracts (AMC)
- What it is for
- Vendor maintenance contracts: AMC, service, warranty, rental
- List: columns and filters
- #, Contract, Kind, Vendor, Expiry, Visits Used / Included, Response SLA, Parts / Labor, Assets, Value (cost.view), Status (active / expiring / expired / suspended / cancelled)
- Buttons and actions
- New Contract (maintenance.configure)
- Permission needed
- maintenance.view
Vendors
- What it is for
- Vendor visits and outside jobs
- List: columns and filters
- Date, Vendor, Contract, Asset, Work Order, Status, Within Contract, Cost (cost.view)
- Buttons and actions
- Record Visit (maintenance.edit); click a row to open its work order
- Permission needed
- maintenance.view
Maintenance > Parts
Spare Parts
- What it is for
- Every part line on every work order
- List: columns and filters
- Work Order, Asset, Item, Required, Reserved, Issued, Returned, Warehouse, Transfers, Cost (cost.view)
- Buttons and actions
- Click a row to open the work order
- Permission needed
- maintenance.view
Reservations
- What it is for
- Part lines with stock reserved
- List: columns and filters
- Same as Spare Parts
- Buttons and actions
- Open the work order
- Permission needed
- maintenance.view
Consumption
- What it is for
- Part lines with stock issued
- List: columns and filters
- Same as Spare Parts
- Buttons and actions
- Open the work order
- Permission needed
- maintenance.view
Part Requirements
- What it is for
- Part lines on open work orders
- List: columns and filters
- Same as Spare Parts
- Buttons and actions
- Open the work order
- Permission needed
- maintenance.view
Reorder Alerts
- What it is for
- Per product and warehouse: what open jobs still need against free stock
- List: columns and filters
- Item, Warehouse, Needed, Available, Shortage (largest first)
- Buttons and actions
- None (raise the RFQ from the work order)
- Permission needed
- maintenance.view
Maintenance > Costs
Maintenance Costs
- What it is for
- The single maintenance cost ledger for a date range
- List: columns and filters
- Total AED and entry count strip; Date, Asset, Category, Source, Description, Vendor, Amount. From / To dates (default 1 Jan to today)
- Buttons and actions
- Add Cost; click a row to open its work order
- Permission needed
- maintenance.cost.view
Cost by category
- What it is for
- The ledger filtered to one category
- List: columns and filters
- Same as Maintenance Costs
- Buttons and actions
- Add Cost
- Permission needed
- maintenance.cost.view
Asset Lifecycle Cost
- What it is for
- Purchase + maintenance = lifecycle cost per asset (children included)
- List: columns and filters
- Asset, Purchase, Labor, Parts, Vendor, Downtime, Other (other+travel+tools), Lifecycle Cost
- Buttons and actions
- Click a row to open the asset
- Permission needed
- maintenance.cost.view
Maintenance > Reports
Asset Maintenance History
- What it is for
- Work orders created in the period
- List: columns and filters
- number, asset, issue, type, status, technician, planned/actual finish, total cost (cost.view). From/To dates
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Work Order Summary
- What it is for
- Count of work orders by status and type
- List: columns and filters
- status, type, count
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Preventive Maintenance report
- What it is for
- Work orders generated from plans in the period
- List: columns and filters
- As Asset Maintenance History
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Overdue Work Orders
- What it is for
- Open jobs whose planned finish has passed (ignores the dates)
- List: columns and filters
- As Asset Maintenance History
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Downtime report
- What it is for
- Downtime periods overlapping the period + KPI strip
- List: columns and filters
- asset, started_at, ended_at, hours, planned, reason, production impact, cost (cost.view); KPI tiles MTBF, MTTR, Availability, Downtime, Preventive / Schedule Compliance, Emergency Work, Repeat Failure
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Failure Analysis
- What it is for
- Failures counted by failure code and root cause + KPI strip
- List: columns and filters
- failure, root_cause, count
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
MTBF
- What it is for
- Mean time between failures per asset + KPI strip
- List: columns and filters
- asset, failures, repairs, downtime_hours, mtbf_hours
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
MTTR
- What it is for
- Mean time to repair per asset + KPI strip
- List: columns and filters
- asset, failures, repairs, downtime_hours, mttr_hours
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Parts Consumption
- What it is for
- Quantity and cost of parts issued per product
- List: columns and filters
- product, quantity, jobs, cost
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.cost.view
Maintenance Costs report
- What it is for
- Cost per asset by category
- List: columns and filters
- asset, labor, parts, vendor, travel, tools, downtime, other, total
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.cost.view
Technician Utilization
- What it is for
- Hours logged per technician against 8 h per working day
- List: columns and filters
- name, jobs, hours, capacity, utilization
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Vendor Costs
- What it is for
- Vendor-category costs per vendor
- List: columns and filters
- vendor, amount
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.cost.view
Warranty report
- What it is for
- All warranties with their state (ignores the dates)
- List: columns and filters
- asset, provider, coverage, start_date, end_date, state
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Calibration report
- What it is for
- The calibration register (ignores the dates)
- List: columns and filters
- code, name, last, next, status, certificate
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Inspection report
- What it is for
- Inspections created in the period
- List: columns and filters
- number, name, asset, scheduled_on, performed_at, status, result
- Buttons and actions
- Export CSV
- Permission needed
- maintenance.view
Maintenance > Configuration
Asset Types
- What it is for
- List used by the asset Type drop-down (15 seeded: Machine, HVAC, Generator ...)
- List: columns and filters
- Code, Name, Arabic, Active (tick box)
- Buttons and actions
- Add (Code, Name, Arabic Name); switch Active on/off
- Permission needed
- maintenance.configure
Asset Categories
- What it is for
- Asset Category list (8 seeded: Air Conditioner, Chiller, Diesel Generator ...)
- List: columns and filters
- Code, Name, Arabic, Active
- Buttons and actions
- Add; Active
- Permission needed
- maintenance.configure
Maintenance Types
- What it is for
- The 11 fixed maintenance types (rename / switch off only; no Add)
- List: columns and filters
- Code, Name, Arabic, Active
- Buttons and actions
- Active
- Permission needed
- maintenance.configure
Maintenance Teams
- What it is for
- Teams of technicians
- List: columns and filters
- Code, Team, Leader, Technicians (active count), Active
- Buttons and actions
- New; click a row to edit
- Permission needed
- maintenance.configure
Technicians
- What it is for
- Employees who do maintenance work
- List: columns and filters
- Employee, Maintenance Team, Skills, Certification, Shift, Availability, Hourly Cost (cost.view), Active
- Buttons and actions
- New; click to edit
- Permission needed
- maintenance.configure
Work Order Statuses
- What it is for
- Read-only explanation of the 11 fixed statuses
- List: columns and filters
- Status, Meaning
- Buttons and actions
- None
- Permission needed
- maintenance.configure
Inspection Templates
- What it is for
- Reusable checklists (4 seeded: Daily, Safety, Pre-Start, Annual)
- List: columns and filters
- Code, Template, Frequency, Checks
- Buttons and actions
- New Template; click to edit
- Permission needed
- maintenance.configure
Failure Codes
- What it is for
- Failure code list (8 seeded: ELEC, MECH, LEAK ...)
- List: columns and filters
- Code, Name, Arabic, Active
- Buttons and actions
- Add; Active
- Permission needed
- maintenance.configure
Root Cause Codes
- What it is for
- Root cause list (7 seeded: NO_PM, WEAR ...)
- List: columns and filters
- Code, Name, Arabic, Active
- Buttons and actions
- Add; Active
- Permission needed
- maintenance.configure
Meter Types
- What it is for
- The 8 fixed meter types with unit (no Add)
- List: columns and filters
- Code, Name, Arabic, Unit, Active
- Buttons and actions
- Active
- Permission needed
- maintenance.configure
Warranty Types
- What it is for
- Warranty type list (Manufacturer, Extended, Vendor, Service)
- List: columns and filters
- Code, Name, Arabic, Active
- Buttons and actions
- Add; Active
- Permission needed
- maintenance.configure
Calibration Settings
- What it is for
- Same settings form as Maintenance Settings with a note about per-asset calibration
- List: columns and filters
- Settings form
- Buttons and actions
- Save
- Permission needed
- maintenance.configure
Cost Categories
- What it is for
- The 7 fixed cost categories (no Add)
- List: columns and filters
- Code, Name, Arabic, Active
- Buttons and actions
- Active
- Permission needed
- maintenance.configure
Alert Rules
- What it is for
- Condition rules: a meter reading past a threshold raises an alert (and a request)
- List: columns and filters
- Code, Rule, Asset / Category, Meter, Condition, Action, Active
- Buttons and actions
- New; click to edit
- Permission needed
- maintenance.configure
IoT Sensors
- What it is for
- Sensor codes that adapters post readings with (POST .../maintenance/sensors/ingest)
- List: columns and filters
- Code, Sensor, Asset, Adapter, External Ref, Active
- Buttons and actions
- New; click to edit
- Permission needed
- maintenance.configure
Maintenance Settings
- What it is for
- Company switches and rates for maintenance
- List: columns and filters
- Settings form (see Fields)
- Buttons and actions
- Save
- Permission needed
- maintenance.configure
Assets > open an asset
Asset 360
- What it is for
- Everything about one asset: hero figures, ten tabs, quick actions
- List: columns and filters
- Hero: code, status, name, path, chips; figures Open WOs, Due Soon, Total Downtime, Total Cost YTD (cost.view), Warranty, Last Meter Reading. Tabs: Overview, Work Orders, Maintenance Plans, Inspections, Meter Readings, Parts, Downtime, Costs (cost.view), Documents, History. Rail: image and QR, Key Metrics, Warranty Information, Quick Actions
- Buttons and actions
- Edit/Save/Discard, Generate QR, Create Work Order, Create Request, Schedule Maintenance, More (Log Meter Reading, Add Meter, Record Downtime, Add Warranty, Create Warranty Claim, Record Calibration, Maintenance Assistant, New Child Asset, Open in Asset Hierarchy), Print Asset Card, change picture, pager
- Permission needed
- maintenance.view (open); maintenance.edit (edit)
Work Orders > open a work order
Work order record
- What it is for
- One job on the document shell with stage rail Draft > Approved > Scheduled > In Progress > Completed > Closed
- List: columns and filters
- Header (collapsible): asset, location, type, priority, criticality, team, technician, planned, actual, estimated vs worked, source, vendor/PO, project, downtime, hold reason. Smart buttons: Asset, Parts, Purchase Orders, Inspections, Downtime, Costs (cost.view), Documents, History. Tabs: Overview, Tasks, Parts, Labor, Inspections, Readings, Costs (cost.view), Documents, History
- Buttons and actions
- Start, Resume, Pause, Complete, Close, Assign; More: Approve, Schedule, Waiting for Parts, Waiting for Vendor, Create Purchase Order, Failure Analysis, Record Downtime, New Inspection, Log Meter Reading, Add Cost, Reopen, Cancel Work Order; Print; pager
- Permission needed
- Each action has its own permission (see Security)
Maintenance Requests > open a request
Request record
- What it is for
- One request with rail New > Review > Approved > Work Order Created > Closed
- List: columns and filters
- Asset, Priority, Severity, Maintenance Type, Source (+ref), Requested By, Location, Reported, Decided (by, when, note), description, History
- Buttons and actions
- Review, Approve, Create Work Order, Reject (reason), Close; smart buttons Asset and Work Order
- Permission needed
- maintenance.request.approve (decide); maintenance.workorder.create (convert)
Preventive Maintenance > open a plan
Plan record
- What it is for
- One preventive plan
- List: columns and filters
- Tabs: Overview (trigger, every, lead time, estimated labour, priority, revision, instructions, checklist, default parts), Assets (last done, next due, next meter, open job), Work Orders
- Buttons and actions
- Generate Due, Generate Next Now (workorder.create), Deactivate / Activate (plan.edit)
- Permission needed
- maintenance.view
Inspections > open an inspection
Inspection record
- What it is for
- Answer an inspection checklist
- List: columns and filters
- #, Check (with min-max unit for measurements), Response, Note, pass/fail mark
- Buttons and actions
- Save, Complete Inspection (maintenance.edit, while not done); smart buttons Asset and Request
- Permission needed
- maintenance.view
Administration > Applications
Maintenance app configuration
- What it is for
- Company feature switches and field rules for Maintenance
- List: columns and filters
- Features: Requests and work orders (always on), Inspections, Calibration, Warranty and claims, Service contracts and vendor visits, Meters and condition monitoring. Fields: Asset manufacturer, Asset serial number, Request location, Warranty reference, Calibration certificate (each Normal / Hidden / Required)
- Buttons and actions
- Switch a feature on/off; set a field rule
- Permission needed
- Company administrator